0001398344-22-002526.txt : 20220209
0001398344-22-002526.hdr.sgml : 20220209
20220209162904
ACCESSION NUMBER: 0001398344-22-002526
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220209
DATE AS OF CHANGE: 20220209
EFFECTIVENESS DATE: 20220209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Edgemoor Investment Advisors, Inc.
CENTRAL INDEX KEY: 0001313792
IRS NUMBER: 522202829
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11064
FILM NUMBER: 22607609
BUSINESS ADDRESS:
STREET 1: 7250 WOODMONT AVENUE
STREET 2: SUITE 315
CITY: BETHESDA
STATE: MD
ZIP: 20814
BUSINESS PHONE: 301-543-8881
MAIL ADDRESS:
STREET 1: 7250 WOODMONT AVENUE
STREET 2: SUITE 315
CITY: BETHESDA
STATE: MD
ZIP: 20814
FORMER COMPANY:
FORMER CONFORMED NAME: Edgemoor Capital Management, Inc.
DATE OF NAME CHANGE: 20050107
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001313792
XXXXXXXX
12-31-2021
12-31-2021
false
Edgemoor Investment Advisors, Inc.
7250 WOODMONT AVENUE
SUITE 315
BETHESDA
MD
20814
13F HOLDINGS REPORT
028-11064
N
Paul P. Meehan
Compliance Officer
301-543-8881
/s/ Paul P. Meehan
Bethesda
MD
02-09-2022
0
145
974558
INFORMATION TABLE
2
fp0072150_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
12351
69532
SH
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69532
0
0
ABBOTT LABS
COM
002824100
545
3873
SH
SOLE
3873
0
0
ABBVIE INC
COM
00287Y109
335
2476
SH
SOLE
2476
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
285
687
SH
SOLE
687
0
0
ALPHABET INC
CAP STK CL C
02079K107
41571
14366
SH
SOLE
14366
0
0
ALPHABET INC
CAP STK CL A
02079K305
21406
7389
SH
SOLE
7389
0
0
ALTRIA GROUP INC
COM
02209S103
365
7696
SH
SOLE
7696
0
0
AMAZON COM INC
COM
023135106
23264
6977
SH
SOLE
6977
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
10124
113787
SH
SOLE
113787
0
0
AMGEN INC
COM
031162100
371
1650
SH
SOLE
1650
0
0
APPLE INC
COM
037833100
74361
418772
SH
SOLE
418772
0
0
APPLIED MATLS INC
COM
038222105
26212
166570
SH
SOLE
166570
0
0
ARES CAPITAL CORP
COM
04010L103
14147
667629
SH
SOLE
667629
0
0
AT&T INC
COM
00206R102
5137
208808
SH
SOLE
208808
0
0
ATMOS ENERGY CORP
COM
049560105
3570
34072
SH
SOLE
34072
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
617
2502
SH
SOLE
2502
0
0
BANK NEW YORK MELLON CORP
COM
064058100
1087
18718
SH
SOLE
18718
0
0
BCE INC
COM NEW
05534B760
5129
98560
SH
SOLE
98560
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1803
4
SH
SOLE
4
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
51252
171413
SH
SOLE
171413
0
0
BK OF AMERICA CORP
COM
060505104
12943
290910
SH
SOLE
290910
0
0
BLACKROCK CR ALLOCATION INCO
COM
092508100
5764
383013
SH
SOLE
383013
0
0
BLACKROCK INC
COM
09247X101
16940
18502
SH
SOLE
18502
0
0
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
349
13330
SH
SOLE
13330
0
0
BLACKSTONE INC
COM
09260D107
19491
150640
SH
SOLE
150640
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
11472
374643
SH
SOLE
374643
0
0
BOSTON BEER INC
CL A
100557107
7354
14560
SH
SOLE
14560
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1304
20920
SH
SOLE
20920
0
0
BROADCOM INC
COM
11135F101
12991
19523
SH
SOLE
19523
0
0
BROOKFIELD RENEWABLE CORP
CL A SUB VTG
11284V105
347
9430
SH
SOLE
9430
0
0
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
G16258108
1635
45696
SH
SOLE
45696
0
0
CENTERPOINT ENERGY INC
COM
15189T107
6528
233888
SH
SOLE
233888
0
0
CHEVRON CORP NEW
COM
166764100
476
4053
SH
SOLE
4053
0
0
CIGNA CORP NEW
COM
125523100
1309
5699
SH
SOLE
5699
0
0
CISCO SYS INC
COM
17275R102
260
4098
SH
SOLE
4098
0
0
CLEARBRIDGE MLP AND MIDSTRM
COM
184692200
1108
41175
SH
SOLE
41175
0
0
CLEARWAY ENERGY INC
CL A
18539C105
4388
131054
SH
SOLE
131054
0
0
COMPASS MINERALS INTL INC
COM
20451N101
5140
100623
SH
SOLE
100623
0
0
CONSOLIDATED EDISON INC
COM
209115104
861
10086
SH
SOLE
10086
0
0
COSTCO WHSL CORP NEW
COM
22160K105
321
565
SH
SOLE
565
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
20669
99016
SH
SOLE
99016
0
0
CSX CORP
COM
126408103
860
22869
SH
SOLE
22869
0
0
CVS HEALTH CORP
COM
126650100
28111
272497
SH
SOLE
272497
0
0
DANAHER CORPORATION
COM
235851102
2339
7110
SH
SOLE
7110
0
0
DIGITAL RLTY TR INC
COM
253868103
264
1491
SH
SOLE
1491
0
0
DISNEY WALT CO
COM
254687106
10249
66172
SH
SOLE
66172
0
0
DOMINION ENERGY INC
COM
25746U109
9843
125292
SH
SOLE
125292
0
0
DOW INC
COM
260557103
272
4803
SH
SOLE
4803
0
0
DUPONT DE NEMOURS INC
COM
26614N102
251
3113
SH
SOLE
3113
0
0
EMERSON ELEC CO
COM
291011104
226
2428
SH
SOLE
2428
0
0
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
172
20880
SH
SOLE
20880
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
6872
312943
SH
SOLE
312943
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ETF SER SOLUTIONS
DEFIANCE NEXT
26922A289
286
6850
SH
SOLE
6850
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0
EVERGY INC
COM
30034W106
4299
62664
SH
SOLE
62664
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EVERSOURCE ENERGY
COM
30040W108
1752
19262
SH
SOLE
19262
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0
EXXON MOBIL CORP
COM
30231G102
619
10118
SH
SOLE
10118
0
0
FIRST TR SR FLTG RATE INCOME
COM
33733U108
10242
849282
SH
SOLE
849282
0
0
FISERV INC
COM
337738108
505
4862
SH
SOLE
4862
0
0
FORTIVE CORP
COM
34959J108
236
3099
SH
SOLE
3099
0
0
GENERAL DYNAMICS CORP
COM
369550108
11128
53379
SH
SOLE
53379
0
0
GOLUB CAP BDC INC
COM
38173M102
1740
112718
SH
SOLE
112718
0
0
HANCOCK JOHN PREM DIVID FD
COM SH BEN INT
41013T105
167
10000
SH
SOLE
10000
0
0
HERSHEY CO
COM
427866108
203
1050
SH
SOLE
1050
0
0
HOME DEPOT INC
COM
437076102
312
752
SH
SOLE
752
0
0
HONEYWELL INTL INC
COM
438516106
224
1074
SH
SOLE
1074
0
0
IDEXX LABS INC
COM
45168D104
560
850
SH
SOLE
850
0
0
INTEL CORP
COM
458140100
1373
26663
SH
SOLE
26663
0
0
ISHARES INC
JP MORGAN EM ETF
464286517
1005
25621
SH
SOLE
25621
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
7587
126737
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ISHARES TR
CORE S&P500 ETF
464287200
389
815
SH
SOLE
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0
ISHARES TR
CORE US AGGBD ET
464287226
14928
130853
SH
SOLE
130853
0
0
ISHARES TR
RUS MID CAP ETF
464287499
400
4820
SH
SOLE
4820
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ISHARES TR
CORE S&P MCP ETF
464287507
733
2590
SH
SOLE
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ISHARES TR
CORE S&P SCP ETF
464287804
8038
70194
SH
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ISHARES TR
USD INV GRDE ETF
464288620
9497
158970
SH
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158970
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0
ISHARES TR
ISHS 1-5YR INVS
464288646
274
5085
SH
SOLE
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ISHARES TR
CUR HD EURZN ETF
46434V639
339
9000
SH
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ISHARES TR
CORE MSCI PAC
46434V696
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ISHARES TR
CORE MSCI EURO
46434V738
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ISHARES TR
BLACKROCK ULTRA
46434V878
10511
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SH
SOLE
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JACOBS ENGR GROUP INC
COM
469814107
4024
28901
SH
SOLE
28901
0
0
JOHNSON & JOHNSON
COM
478160104
2027
11847
SH
SOLE
11847
0
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JOHNSON CTLS INTL PLC
SHS
G51502105
14359
176594
SH
SOLE
176594
0
0
JPMORGAN CHASE & CO
COM
46625H100
608
3840
SH
SOLE
3840
0
0
KAYNE ANDERSON ENERGY INFRST
COM
486606106
1387
178107
SH
SOLE
178107
0
0
KELLOGG CO
COM
487836108
249
3860
SH
SOLE
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0
0
KINDER MORGAN INC DEL
COM
49456B101
3295
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SH
SOLE
207734
0
0
KKR & CO INC
COM
48251W104
410
5500
SH
SOLE
5500
0
0
LENNAR CORP
CL A
526057104
27894
240134
SH
SOLE
240134
0
0
LILLY ELI & CO
COM
532457108
310
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SH
SOLE
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LOCKHEED MARTIN CORP
COM
539830109
505
1421
SH
SOLE
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0
0
LOWES COS INC
COM
548661107
58527
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SH
SOLE
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0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
2844
61234
SH
SOLE
61234
0
0
MALIBU BOATS INC
COM CL A
56117J100
4892
71177
SH
SOLE
71177
0
0
MARKEL CORP
COM
570535104
221
179
SH
SOLE
179
0
0
MARSH & MCLENNAN COS INC
COM
571748102
1088
6260
SH
SOLE
6260
0
0
MEDTRONIC PLC
SHS
G5960L103
7899
76354
SH
SOLE
76354
0
0
MERCK & CO INC
COM
58933Y105
4621
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SH
SOLE
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0
0
META PLATFORMS INC
CL A
30303M102
11730
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SH
SOLE
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0
0
MICRON TECHNOLOGY INC
COM
595112103
3236
34737
SH
SOLE
34737
0
0
MICROSOFT CORP
COM
594918104
82624
245669
SH
SOLE
245669
0
0
NETSCOUT SYS INC
COM
64115T104
331
10011
SH
SOLE
10011
0
0
NEXTERA ENERGY INC
COM
65339F101
11661
124901
SH
SOLE
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NIKE INC
CL B
654106103
446
2674
SH
SOLE
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0
NORFOLK SOUTHN CORP
COM
655844108
1018
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SH
SOLE
3419
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0
NOVARTIS AG
SPONSORED ADR
66987V109
13156
150400
SH
SOLE
150400
0
0
NUVEEN FLOATING RATE INCOME
COM
67072T108
711
69919
SH
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0
0
NVIDIA CORPORATION
COM
67066G104
614
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SH
SOLE
2089
0
0
OLLIES BARGAIN OUTLET HLDGS
COM
681116109
1201
23470
SH
SOLE
23470
0
0
ONEOK INC NEW
COM
682680103
557
9480
SH
SOLE
9480
0
0
ORACLE CORP
COM
68389X105
775
8885
SH
SOLE
8885
0
0
ORANGE
SPONSORED ADR
684060106
1663
157625
SH
SOLE
157625
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
398
563
SH
SOLE
563
0
0
PAYPAL HLDGS INC
COM
70450Y103
251
1330
SH
SOLE
1330
0
0
PEMBINA PIPELINE CORP
COM
706327103
3422
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SH
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112842
0
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PEPSICO INC
COM
713448108
1041
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SH
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5994
0
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PFIZER INC
COM
717081103
1582
26786
SH
SOLE
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0
0
PHILIP MORRIS INTL INC
COM
718172109
244
2564
SH
SOLE
2564
0
0
PNC FINL SVCS GROUP INC
COM
693475105
337
1682
SH
SOLE
1682
0
0
PPG INDS INC
COM
693506107
241
1400
SH
SOLE
1400
0
0
PPL CORP
COM
69351T106
476
15846
SH
SOLE
15846
0
0
PROCTER AND GAMBLE CO
COM
742718109
625
3820
SH
SOLE
3820
0
0
QUALCOMM INC
COM
747525103
307
1681
SH
SOLE
1681
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
267
3101
SH
SOLE
3101
0
0
REALTY INCOME CORP
COM
756109104
9928
138679
SH
SOLE
138679
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
6533
40890
SH
SOLE
40890
0
0
SOUTHERN CO
COM
842587107
6822
99478
SH
SOLE
99478
0
0
SPLUNK INC
COM
848637104
4557
39377
SH
SOLE
39377
0
0
STANLEY BLACK & DECKER INC
COM
854502101
7772
41205
SH
SOLE
41205
0
0
STARWOOD PPTY TR INC
COM
85571B105
996
41000
SH
SOLE
41000
0
0
STRYKER CORPORATION
COM
863667101
307
1149
SH
SOLE
1149
0
0
TEXAS INSTRS INC
COM
882508104
280
1483
SH
SOLE
1483
0
0
UGI CORP NEW
COM
902681105
894
19476
SH
SOLE
19476
0
0
UNITED RENTALS INC
COM
911363109
26986
81213
SH
SOLE
81213
0
0
VENTAS INC
COM
92276F100
820
16048
SH
SOLE
16048
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
12591
242315
SH
SOLE
242315
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
9734
44328
SH
SOLE
44328
0
0
VISA INC
COM CL A
92826C839
11842
54641
SH
SOLE
54641
0
0
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
1288
86263
SH
SOLE
86263
0
0
WALMART INC
COM
931142103
534
3687
SH
SOLE
3687
0
0
WELLTOWER INC
COM
95040Q104
1715
19991
SH
SOLE
19991
0
0
WEYERHAEUSER CO MTN BE
COM NEW
962166104
2757
66949
SH
SOLE
66949
0
0
WILLIAMS SONOMA INC
COM
969904101
16727
98903
SH
SOLE
98903
0
0
XCEL ENERGY INC
COM
98389B100
2762
40798
SH
SOLE
40798
0
0
YUM BRANDS INC
COM
988498101
283
2040
SH
SOLE
2040
0
0